Mohamed Eissa Email & Phone Number

Dubai, Ae

Alexandria, Egypt

1-Building and maintaining strong relationships with more than 500 UHNW clients , understanding theirfinancial goals,and developing personalized financial strategies to help them achieve these objectives .2-Meeting sales targets set by the top management for various banking products to maximize revenues generated and achieve the banks’ financial goals 3-Identifying and recommending banking and investment products such as Secured facilities , Unsecuredfacilities , Credit Cards , Mortgage Finance , New to Bank Accounts , Liabilities products , Insuranceprograms , Investment products , Mutual funds and corporate credit facilities4-Developing business opportunities with existing and potential individual and corporate clients .5-Growing the UHNW client base by acquiring new clients through networking , referrals , cold callings ,research and other lead generation methods while also ensuring high retention rates with the existing clients6-Ensuring all client transactions , advice , and financial plans comply with regulatory and legal requirements, and maintaining accurate and up to date records6-Developing and implementing customer service policies and strategies to enhance customer satisfaction ,loyalty , overall experience and reaching zero complaints rate and ensuring aligning these strategies withthe bank’s business goals .7-Implementing sales strategies set by senior management and ensuring alignment with the banks goals.

Alexandria, Egypt

1-Building and maintaining strong relationships with UHNW clients , understanding their financial goals,anddeveloping personalized financial strategies to help them achieve these objectives .2-Meeting sales targets set by the top management for various banking products to maximize revenues generatedand achieve the banks’ financial goals 3-Identifying and recommending banking and investment products such as Secured facilities , Unsecuredfacilities , Credit Cards , Mortgage , New to Bank Accounts , Liabilities products , Insurance programs ,Investment products , Mutual funds and corporate credit facilities4-Growing the UHNW client base by acquiring new clients through networking , referrals , cold callings ,research and other lead generation methods while also ensuring high retention rates with the existing clients5-Supporting team members in managing client relationships and resolving complex or escalated customerissues6-Preparing regular reports for senior management on the retail banking team’s sales performance, pipeline status , and goal attainment7-Developing and implementing customer service policies and strategies to enhance customer satisfaction ,loyalty , and overall experience and ensuring aligning these strategies with the bank’s business goals .8-Suggesting banking products that best meet the UHNW client’s need by conducting financial assessmentto understand the financial goals , risk tolerance and requirements

Alexandria, Egypt

1-Building and maintaining strong relationships with Tamayoz clients , understanding their financial goals,and developing personalized financial strategies to help them achieve these objectives .2-Meeting sales targets set by the top management for various banking products to maximize revenues generated and achieve the banks’ financial goals3-Identifying and recommending banking and investment products such as Secured facilities , Unsecured facilities , Credit Cards , Mortgage , New to Bank Accounts , Liabilities products , Insurance programs ,Investment products , Mutual funds and corporate credit facilities

Alexandria, Egypt

1-Building and maintaining strong relationships with Mass clients , understanding their financial goals ,and developing personalized financial strategies to help them achieve these objectives . 2-Meeting sales targets set by the top management for various banking products to maximize revenues generated and achieve the banks’ financial goals3-Identifying and recommending banking and investment products such as Secured facilities , Unsecured facilities , Credit Cards , Mortgage , New to Bank Accounts , Liabilities products , Insurance programs ,Investment products , Mutual funds and corporate credit facilities

Alexandria, Egypt

Accounted for managing checking and savings accounts sales, via recruiting new prospects and cross selling credit & loan